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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $6,875 |
QUALIFIED PLANS, LLC1+ years Service code 13 PO BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $934 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,301 | $50,464-83.6% | $75,784-89.0% | $52,331-84.1% |
| Participation rate | 72.9% | 66.8%+6.1pp | 75.8%-2.9pp | 68.1%+4.8pp |
| Annual return | 1.70% | 1.03%+0.7pp | 9.68%-8.0pp | 4.54%-2.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,169 | $2,570+62.2% | $3,652+14.2% | $3,022+38.0% |
| Admin fee / account holder | $614 | $1,103-44.4% | $5,300-88.4% | $592+3.7% |